Tara, Caroline, and Allison welcome longtime friend and entrepreneur Lacy Garcia, who discusses her unexpected path from education and marketing to becoming a financial advisor, primary breadwinner, and then a divorced single mom who built Trust Willow to center women in financial planning. Garcia explains that many smart, successful women don’t know basic household financial details like mortgage costs, bank balances, or even their spouse’s income, and argues the shame around money needs to end. Trust Willow offers a free concierge matching service that vets and trains advisors (including CFPs and divorce financial analysts) and also matches for personality fit using factors like Myers-Briggs, hobbies, birth order, and astrological sign. She shares practical tips: know what your life costs, ensure access to your own money, and audit credit card subscriptions to stop wasting cash.
Visit https://www.trustwillow.com/
Email Lacy at [email protected]
Topics
00:34 Meet Guest Lacy Garcia
02:27 Lacey’s Career Pivot
04:21 Why Women Feel Unprepared
05:27 What Willow Actually Does
06:49 Women Supporting Women
08:08 Women’s Wealth Trends
09:44 No Shame Money Questions
11:09 How Trust Willow Works
11:59 Free Matching and Vetting
13:21 Three Money Tips Today
15:31 Tease Beauty Routine Next